Live Oak Private Wealth LLC

Position in HD — Home Depot, Inc.

CIK 1799877 WILMINGTON, NC

Position in HD

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,898,829

+$87,961 QoQ

Shares Held

5,384

-2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,833

of 4,083 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Live Oak Private Wealth LLC holds $18,589,750 across 3 Home Improvement Retail names. HD ranks #3 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LOW	Lowes Companies Inc	66,230	$14,603,052
2	FND	Floor & Decor Holdings, Inc.	35,173	$2,087,869
3	HD	Home Depot, Inc. This page	5,384	$1,898,829

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,898,829	5,384	-2.2%	Shares	Sole	2026-07-20
2026-03-31	$1,810,868	5,506	-0.3%	Shares	Sole	2026-04-20
2025-12-31	$1,900,120	5,522	-0.2%	Shares	Sole	2026-01-23
2025-09-30	$2,241,916	5,533	+3.7%	Shares	Sole	2025-10-17
2025-06-30	$1,957,124	5,338	+8.0%	Shares	Sole	2025-08-04
2025-03-31	$1,810,827	4,941	+0.5%	Shares	Sole	2025-04-22
2024-12-31	$1,911,885	4,915	+0.5%	Shares	Sole	2025-01-28
2024-09-30	$1,981,428	4,890	+0.7%	Shares	Sole	2024-10-22
2024-06-30	$1,670,940	4,854	+0.5%	Shares	Sole	2024-07-17
2024-03-31	$1,852,788	4,830	-0.0%	Shares	Sole	2024-04-23
2023-12-31	$1,674,529	4,832	+2.1%	Shares	Sole	2024-01-29
2023-09-30	$1,429,821	4,732	0.0%	Shares	Sole	2023-10-23
2023-06-30	$1,469,948	4,732	+0.6%	Shares	Sole	2023-08-07
2023-03-31	$1,387,949	4,703	+3.8%	Shares	Sole	2023-05-08
2022-12-31	$1,431,161	4,531	-0.4%	Shares	Sole	2023-02-10
2022-09-30	$1,255,802	4,551	-0.1%	Shares	Sole	2022-10-25
2022-06-30	$1,249,574	4,556	+1.3%	Shares	Sole	2022-07-27
2022-03-31	$1,346,685	4,499	-1.1%	Shares	Sole	2022-04-21
2021-12-31	$1,888,295	4,550	-0.2%	Shares	Sole	2022-02-08
2021-09-30	$1,496,865	4,560	+83.4%	Shares	Sole	2021-10-29
2021-06-30	$793,079	2,487	+0.7%	Shares	Sole	2021-08-02
2021-03-31	$753,662	2,469	-3.4%	Shares	Sole	2021-05-11
2020-12-31	$679,190	2,557	-1.5%	Shares	Sole	2021-01-26
2020-09-30	$720,935	2,596	+2.5%	Shares	Sole	2020-11-09
2020-06-30	$634,541	2,533	+36.1%	Shares	Sole	2020-08-03
2020-03-31	$347,467	1,861	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.